SDVY vs MGC
Comparison between FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF (SDVY, ETF) and VANGUARD MEGA CAP INDEX FUND ETF SHARES (MGC, ETF).
5-Year PerformanceMGC has outperformed SDVY, delivering a return of +14.1% compared to +8.9%
SDVY vs MGC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SDVY
$11B
MGC
$11B
Expense Ratio
SDVY
0.58%
Winner
MGC
0.05%
Max Drawdown
Winner
SDVY
45.19%
MGC
52.73%
Sharpe Ratio
SDVY
1.11
Winner
MGC
1.70
5Y Beta
Winner
SDVY
0.93
MGC
1.01
P/E Ratio
Winner
SDVY
17.09
MGC
28.74
Forward P/E
Winner
SDVY
15.28
MGC
22.80
PEG Ratio
Winner
SDVY
0.26
MGC
0.57
5Y Dividends CAGR
Winner
SDVY
10.72%
MGC
9.60%
5Y EPS CAGR
SDVY
17.86%
Winner
MGC
27.64%
Debt to Equity
Winner
SDVY
14.57%
MGC
19.05%
P/S Ratio
Winner
SDVY
2.02
MGC
4.51
P/B Ratio
Winner
SDVY
2.44
MGC
6.26
SDVY vs MGC - Holdings Comparison
SDVY and MGC have 2 common holdings. Overlap is 0.03%
SDVY's top 25 holdings weight is 27.90%. MGC's top 25 holdings weight is 61.75%.
| Rank | SDVY | MGC |
|---|---|---|
| #1 | COMFORT SYSTEMS USA INC (FIX) - 1.97% | NVIDIA CORP (NVDA) - 9.11% |
| #2 | POWELL INDUSTRIES INC (POWL) - 1.68% | APPLE INC (AAPL) - 7.87% |
| #3 | ENERSYS (ENS) - 1.66% | MICROSOFT CORP (MSFT) - 5.98% |
| #4 | CLEAR SECURE INC ORDINARY SHARES CLASS A (YOU) - 1.34% | AMAZON.COM INC (AMZN) - 5.06% |
| #5 | n/a (WFRD) - 1.28% | ALPHABET INC CLASS A (GOOGL) - 4.43% |
| #6 | INTERACTIVE BROKERS GROUP INC CLASS A (IBKR) - 1.17% | BROADCOM INC (AVGO) - 3.91% |
| #7 | PRICESMART INC (PSMT) - 1.14% | ALPHABET INC CLASS C (GOOG) - 3.49% |
| #8 | EMCOR GROUP INC (EME) - 1.13% | META PLATFORMS INC CLASS A (META) - 2.65% |
| #9 | CACTUS INC CLASS A (WHD) - 1.10% | TESLA INC (TSLA) - 2.12% |
| #10 | NORTHERN TRUST CORP (NTRS) - 1.09% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.61% |
| #11 | MUELLER INDUSTRIES INC (MLI) - 1.08% | JPMORGAN CHASE & CO (JPM) - 1.57% |
| #12 | WOODWARD INC (WWD) - 1.02% | ELI LILLY AND CO (LLY) - 1.57% |
| #13 | APPLIED INDUSTRIAL TECHNOLOGIES INC (AIT) - 0.98% | EXXON MOBIL CORP (XOM) - 1.27% |
| #14 | EAST WEST BANCORP INC (EWBC) - 0.97% | MICRON TECHNOLOGY INC (MU) - 1.15% |
| #15 | NETAPP INC (NTAP) - 0.97% | ADVANCED MICRO DEVICES INC (AMD) - 1.14% |
| #16 | ALLISON TRANSMISSION HOLDINGS INC (ALSN) - 0.96% | WALMART INC (WMT) - 1.14% |
| #17 | NEW YORK TIMES CO CLASS A (NYT) - 0.95% | VISA INC CLASS A (V) - 1.10% |
| #18 | FIRST BANCORP (FBP) - 0.95% | JOHNSON & JOHNSON (JNJ) - 1.09% |
| #19 | UMB FINANCIAL CORP (UMBF) - 0.94% | COSTCO WHOLESALE CORP (COST) - 0.89% |
| #20 | ASSURANT INC (AIZ) - 0.93% | CATERPILLAR INC (CAT) - 0.82% |
| #21 | RALPH LAUREN CORP CLASS A (RL) - 0.92% | MASTERCARD INC CLASS A (MA) - 0.79% |
| #22 | FOX CORP CLASS A (FOXA) - 0.92% | NETFLIX INC (NFLX) - 0.78% |
| #23 | WINTRUST FINANCIAL CORP (WTFC) - 0.92% | INTEL CORP (INTC) - 0.75% |
| #24 | PRIMORIS SERVICES CORP (PRIM) - 0.92% | ABBVIE INC (ABBV) - 0.74% |
| #25 | ITT INC (ITT) - 0.91% | CHEVRON CORP (CVX) - 0.72% |
| Total Holdings | 168 | 182 |
SDVY vs MGC - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SDVY
-0.12%
MGC
-0.28%
3M
SDVY
+3.74%
Winner
MGC
+9.62%
6M
Winner
SDVY
+9.83%
MGC
+8.05%
1Y
SDVY
+21.20%
Winner
MGC
+25.40%
5Y(CAGR)
SDVY
+8.91%
Winner
MGC
+14.13%
10Y(CAGR)
SDVY
+10.88%
Winner
MGC
+15.97%
Max(CAGR)
SDVY
+10.88%
Winner
MGC
+11.52%
SDVY vs MGC - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | SDVY | MGC |
|---|---|---|
| 2026 | +8.20% | +7.95% |
| 2025 | +9.13% | +19.56% |
| 2024 | +11.49% | +28.00% |
| 2023 | +28.50% | +30.33% |
| 2022 | -12.37% | -20.56% |
| 2021 | +29.11% | +29.30% |
| 2020 | +11.08% | +20.27% |
| 2019 | +24.65% | +31.00% |
| 2018 | -15.06% | -4.16% |
| 2017 | +5.78% | +21.65% |
| 2016 | N/A | +13.56% |
| 2015 | N/A | +1.55% |
| 2014 | N/A | +14.37% |
| 2013 | N/A | +28.94% |
| 2012 | N/A | +14.39% |
| 2011 | N/A | +1.23% |
| 2010 | N/A | +12.05% |
| 2009 | N/A | +21.72% |
| 2008 | N/A | -35.04% |
| 2007 | N/A | -0.73% |
SDVY vs MGC Drawdown Comparison
The maximum drawdown for SDVY was -44.70%, occurring on Mar 23, 2020. Recovery took 334 trading sessions.
The maximum drawdown for MGC was -51.92%, occurring on Mar 9, 2009. Recovery took 1043 trading sessions.
The current SDVY drawdown is -1.62%. The current MGC drawdown is -3.36%.
| Rank | SDVY | MGC |
|---|---|---|
| #1 | -44.70% Jul 24, 2019 - Nov 17, 2020 | -51.92% Dec 27, 2007 - Feb 16, 2012 |
| #2 | -25.92% Nov 25, 2024 - Jan 5, 2026 | -33.07% Feb 19, 2020 - Aug 5, 2020 |
| #3 | -24.44% Jan 4, 2022 - Jul 19, 2023 | -25.75% Jan 3, 2022 - Dec 12, 2023 |
| #4 | -22.58% Aug 21, 2018 - Jul 24, 2019 | -19.28% Feb 19, 2025 - Jun 26, 2025 |
| #5 | -12.52% Aug 7, 2023 - Dec 4, 2023 | -19.02% Oct 3, 2018 - Apr 12, 2019 |
| #6 | -9.76% Jul 31, 2024 - Oct 11, 2024 | -12.95% Jul 20, 2015 - Apr 19, 2016 |
| #7 | -9.27% Feb 20, 2026 - Apr 27, 2026 | -10.05% Jan 26, 2018 - Jul 25, 2018 |
| #8 | -8.86% May 7, 2021 - Nov 3, 2021 | -9.84% Jan 12, 2026 - Apr 15, 2026 |
| #9 | -8.09% Jan 23, 2018 - Aug 21, 2018 | -9.64% Sep 2, 2020 - Nov 16, 2020 |
| #10 | -7.23% Nov 16, 2021 - Jan 4, 2022 | -9.40% Apr 2, 2012 - Aug 10, 2012 |
| #11 | -7.15% Mar 28, 2024 - May 15, 2024 | -9.09% Jul 10, 2024 - Sep 19, 2024 |
| #12 | -6.13% Mar 15, 2021 - Apr 5, 2021 | -7.38% Oct 4, 2012 - Jan 2, 2013 |
| #13 | -6.08% Dec 26, 2023 - Mar 7, 2024 | -7.37% Sep 19, 2014 - Oct 31, 2014 |
| #14 | -6.07% May 15, 2024 - Jul 15, 2024 | -6.77% Apr 30, 2019 - Jun 20, 2019 |
| #15 | -5.95% Jan 20, 2021 - Feb 5, 2021 | -6.00% Jul 26, 2019 - Oct 25, 2019 |
Correlation
Correlation between SDVY and MGC is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2008 - 2026)
SDVY vs MGC dividend yield comparison.
| Year | SDVY | MGC |
|---|---|---|
| 2026 | 0.23% | 0.25% |
| 2025 | 1.69% | 0.93% |
| 2024 | 1.60% | 1.15% |
| 2023 | 1.90% | 1.35% |
| 2022 | 2.28% | 1.65% |
| 2021 | 1.09% | 1.17% |
| 2020 | 1.48% | 1.45% |
| 2019 | 1.69% | 1.81% |
| 2018 | 1.57% | 2.10% |
| 2017 | 0.29% | 1.83% |
| 2016 | 0.00% | 2.14% |
| 2015 | 0.00% | 2.11% |
| 2014 | 0.00% | 1.81% |
| 2013 | 0.00% | 1.86% |
| 2012 | 0.00% | 2.26% |
| 2011 | 0.00% | 2.07% |
| 2010 | 0.00% | 1.86% |
| 2009 | 0.00% | 2.16% |
| 2008 | 0.00% | 2.07% |
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